skip to main content
X
BACK OK

INDUSTRIES

FINANCIAL SERVICES

We put our decades of audit, tax, and advisory experience to work for banks, credit unions, broker-dealers and investment advisors. We understand the challenges that financial institutions face in today’s fast-paced regulatory environment. In addition to traditional accounting services, our cutting-edge cybersecurity consultants work with you to safeguard your digital security and give your customers peace of mind when it comes to identity and asset protection.

CONTACT US FIND A LOCATION
CAPABILITIES

OVERVIEW AND EXPERIENCE

As a financial services consulting firm, our trusted advisors understand what you’re up against and we know your industry.

Ever-changing regulations. Capital challenges and compliance demands. We help you leverage new technology and stay competitive with customized, effective solutions. We take a proactive approach to ensure the long-term financial health of your organization.

We go beyond standard audit services for banks, keeping abreast of new accounting practices, regulatory updates, and evolving technical principles. We help broker dealers clearly navigate the constantly evolving rules for transparency and compliance in any situation.

FINANCIAL SERVICES INSIGHTS

News
News
News

Investors Beware: Cryptocurrency Investments Carry Tax Liability

Read More
News
News
News

Tax Planning During Market Volatility

Read More
News
News
News

UHY MIDDLE MARKET SURVEY

Read More
go to insights

OUR PROFESSIONALS

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

MICHAEL LANDERS

Partner, UHY LLP
Managing Director, UHY Advisors
Houston, Texas

MICHAEL LANDERS

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

ERIC SCARINGE

Principal, UHY Advisors
Saratoga Springs, New York

ERIC SCARINGE

Principal, UHY Advisors

Learn More

ROBERTO HINOJOSA

Principal, UHY Advisors
Long Island, New York

ROBERTO HINOJOSA

Principal, UHY Advisors

Learn More

JIE CHEN

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

JIE CHEN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

ANNA PELKOWSKI

Partner, UHY LLP
Managing Director, UHY Advisors, Inc.
New York, New York

ANNA PELKOWSKI

Partner, UHY LLP
Managing Director, UHY Advisors, Inc.

Learn More

DANIEL ENSOR

Principal, UHY LLP
Salisbury, Maryland

DANIEL ENSOR

Principal, UHY LLP

Learn More

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

PATRICK FARRELLY

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

PATRICK FARRELLY

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

BRYAN HERR

Principal, UHY LLP
St. Louis, Missouri

BRYAN HERR

Principal, UHY LLP

Learn More

CHARLENE LEE

Principal, UHY LLP
New York City, New York

CHARLENE LEE

Principal, UHY LLP

Learn More

STEFAN OWENS

Principal, UHY LLP
Ann Arbor, Michigan

STEFAN OWENS

Principal, UHY LLP

Learn More

CHRIS TOWERS

Principal, UHY LLP
Long Island, New York

CHRIS TOWERS

Principal, UHY LLP

Learn More

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors
Albany, New York

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors

Learn More

JAMES BAUTERS

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

JAMES BAUTERS

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

MARC ROSEN

Principal, UHY Advisors
St. Louis, Missouri

MARC ROSEN

Principal, UHY Advisors

Learn More

MEHMET UGUR

Partner, UHY LLP
Managing Director, UHY Advisors
Houston, Texas

MEHMET UGUR

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

PAMELA MOSIELLO

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

PAMELA MOSIELLO

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

JACOB KATZ

Principal, UHY Advisors
Sterling Heights, Michigan

JACOB KATZ

Principal, UHY Advisors

Learn More

MICHAEL ZMOROD

Partner, UHY LLP
Managing Director, UHY Advisors
Long Island, New York

MICHAEL ZMOROD

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

MARIAN SHAW

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MARIAN SHAW

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

DAISUKE TERAKAWA

Principal, UHY Advisors
Orange County, California

DAISUKE TERAKAWA

Principal, UHY Advisors

Learn More

JILL STARRS

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JILL STARRS

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

JERRY TOWNSEND

Midwest Regional Managing Director, UHY Advisors
Partner, UHY LLP
St. Louis, Missouri

JERRY TOWNSEND

Midwest Regional Managing Director, UHY Advisors
Partner, UHY LLP

Learn More

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

HAROLD BURNS

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

HAROLD BURNS

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

LEO VARNER

Principal, UHY Advisors
Houston, Texas

LEO VARNER

Principal, UHY Advisors

Learn More

BEN HUNTER III

Principal, UHY Advisors
Farmington Hills, Michigan

BEN HUNTER III

Principal, UHY Advisors

Learn More

NICK THEOS

Partner, UHY LLP
Managing Director, UHY Advisors
Long Island, New York

NICK THEOS

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

CHAD KIME

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

CHAD KIME

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More
loadMore see all

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

Learn More

Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

Learn More

Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

Learn More

Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

Learn More
Hide Firm Disclaimer

©2024 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

Show Firm Disclaimer

Site Designed and Developed by Multimedia Solutions